9月2日，再鼎医药宣布，香港特别行政区政府卫生署已批准TIVDAK®（维替索妥尤单抗）在香港地区 用于治疗化疗期间或之后出现疾病进展的复发性或转移性宫颈癌成年患者。维替索妥尤单抗目前正处于 国家药品监督管理局（NMPA）的生物制品许可申请审评阶段，该申请已于2025年3月获得受理。 ...

来源：新浪基金∞工作室 9月1日，港股创新药ETF（159567）收盘涨2.67%，成交额19.85亿元。 港股创新药ETF（159567）成立于2024年1月3日，基金全称为银华国证港股通创新药交易型开放式指数 证券投资基金，基金简称为港股创新药ETF。该基金管理费率每年0.50%，托管费率每年0.10%。港股创 新药ETF（159567）业绩比较基准为国证港股通创新药指数收益率(经估值汇率调整)。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 规模方面，截止8月29日，港股创新药ETF（159567）最新份额为66.86亿份，最新规模为64.03亿元。回 顾2024年12月31日，港股创新药ETF（159567）份额为3.95亿份，规模为3.78亿元。即该基金今年以来 份额增加1591.03%，规模增加1594.74%。 流动性方面，截止9月1日，港股创新药ETF（159567）近20个交易日累计成交金额341.81亿元，日均成 交金额17.09亿元；今年以来，16 ...

来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 规模方面，截止8月28日，港股创新药ETF（159567）最新份额为66.19亿份，最新规模为61.26亿元。回 顾2024年12月31日，港股创新药ETF（159567）份额为3.95亿份，规模为3.78亿元。即该基金今年以来 份额增加1574.08%，规模增加1521.35%。 流动性方面，截止8月29日，港股创新药ETF（159567）近20个交易日累计成交金额342.26亿元，日均 成交金额17.11亿元；今年以来，161个交易日，累计成交金额1775.81亿元，日均成交金额11.03亿元。 港股创新药ETF（159567）现任基金经理为马君。马君自2024年1月3日管理（或拟管理）该基金，任职 期内收益85.10%。 最新定期报告显示，港股创新药ETF（159567）重仓股包括信达生物、药明生物、百济神州、康方生 物、中国生物制药、中国生物制药、石药集团、三生制药、翰森制药、再鼎医药，持仓占 ...

於開曼群島註冊成立的有限公司 香港聯交所：9688 納斯達克：ZLAB 公司資料 董事會 執行董事 杜瑩博士 （董事長兼首席執行官） 2025 中期報告 獨立董事 John Diekman博士 （首席獨立董事） Richard Gaynor博士 梁頴宇女士 William Lis先生 Scott W. Morrison先生 Leon O. Moulder, Jr.先生 Michel Vounatsos先生 Peter Wirth先生 中國內地總部及主要營業地點 目錄 | 公司資料 | 2 | | --- | --- | | 前瞻性陳述 | 4 | | 管理層討論及分析 | 7 | | 其他資料 | 26 | | 未經審計簡明合併資產負債表 | 58 | | 未經審計簡明合併經營表 | 60 | | 未經審計簡明合併綜合虧損表 | 61 | | 未經審計簡明合併股東權益表 | 62 | | 未經審計簡明合併現金流量表 | 63 | | 未經審計簡明合併財務報表附註 | 65 | | 詞彙表 | 83 | 中國 上海市浦東新區 金科路4560號 金創大廈 1號樓4樓 郵編：201210 （直至2025年6月30日 ...

Group 1 - The Hong Kong Innovative Drug ETF (159567) closed down 1.26% on August 28, with a trading volume of 2.227 billion yuan [1] - The fund was established on January 3, 2024, with a management fee of 0.50% per year and a custody fee of 0.10% per year [1] - As of August 27, 2024, the fund's latest share count was 6.506 billion shares, with a total size of 6.134 billion yuan, reflecting a year-to-date increase of 1545.50% in shares and 1523.46% in size compared to December 31, 2023 [1] Group 2 - The current fund manager is Ma Jun, who has managed the fund since its inception, achieving a return of 88.56% during the tenure [2] - The top holdings of the fund include Innovent Biologics (9.52%), WuXi Biologics (9.47%), BeiGene (8.73%), and others, with their respective market values and share counts detailed [2] - The fund's liquidity is strong, with a cumulative trading amount of 35.359 billion yuan over the last 20 trading days, averaging 1.768 billion yuan per day [1][2]

Market Overview - The Hong Kong stock market experienced a collective decline in the morning session, with the Hang Seng Index falling by 0.66%, narrowly holding above 25,000 points, while the Hang Seng China Enterprises Index dropped by 0.86% and the Hang Seng Tech Index decreased by 1.04%, marking three consecutive days of decline [2][2][2] - Southbound capital recorded a net sell-off exceeding 10 billion HKD [2] Sector Performance - Major technology stocks, which serve as market indicators, showed collective weakness, particularly Meituan, which plummeted over 10% post-earnings, marking the worst performance. Alibaba and JD.com fell nearly 4%, while Baidu dropped over 1%. Xiaomi and Tencent also experienced declines [2][2][2] - The biopharmaceutical sector continued to decline due to impending drug tariffs, with innovative drug companies facing significant drops, including a more than 12% decline for BGI Genomics, alongside declines for Kangfang Bio, Zai Lab, WuXi Biologics, and BeiGene [2][2][2] - Chinese electric vehicle stocks in the US market also fell, leading to a collective drop in Hong Kong's new energy vehicle sector. Other sectors such as new consumption, steel, building materials, beer, heavy machinery, catering, and gambling stocks also saw declines [2][2][2] Positive Trends - Institutions are optimistic about the accelerated replacement of domestic chips, leading to a significant rise in semiconductor stocks, with SMIC surging over 8% and approaching historical highs [2][2][2] - Financial stocks, including domestic banks, Chinese brokerage firms, and domestic insurance stocks, generally performed actively, while oil and rare earth concept stocks saw widespread increases [2][2][2]

Group 1 - The core viewpoint of the article highlights the overall poor performance of Hong Kong's biopharmaceutical stocks, with significant declines in major companies such as WuXi AppTec, Tigermed, and King’s Ray Biotech [1] - U.S. President Trump announced plans to reduce drug prices to 1/1400 to 1/1500 of current prices and to impose tariffs on pharmaceuticals, which could create volatility in the global pharmaceutical industry [1] - The Chinese biopharmaceutical sector faces both opportunities and challenges due to these developments, with potential short-term market fluctuations driven by uncertainty, particularly for businesses exposed to the U.S. market [1] Group 2 - In the long term, China's pharmaceutical industry may leverage its innovation and supply chain advantages to find new growth opportunities in the global pharmaceutical landscape, especially in areas like CDMO and internationalization of innovative drugs [1] - The article lists the latest prices and percentage changes for various biopharmaceutical stocks, indicating a general downward trend across the sector [1]

Core Viewpoint - Zai Ding Medical (09688) reported a total revenue of $216 million for the first half of 2025, representing a year-on-year increase of 15.35% [1] Financial Performance - The company recorded a net loss of $89.165 million, which is a 33.33% reduction compared to the previous year [1] - Earnings per share stood at a loss of $0.08 [1] Revenue Breakdown - Product revenue increased by $27.5 million (or 15%) to $215 million, driven by sales growth of Weiwei Jia due to extended treatment duration and improved market penetration [1] - Sales of Niu Zai Le also grew due to enhanced market coverage and penetration [1] - The newly launched Ding You Le, which started sales in Q4 2024, contributed to revenue growth [1] R&D Expenditure - Research and development expenses decreased by $4.9 million (or 4%) to $111 million, primarily due to ongoing resource optimization and efficiency improvements that reduced personnel and clinical trial costs [1] - This decrease was partially offset by an increase in licensing fees [1]

Core Viewpoint - Zai Ding Pharmaceutical reported a 15% year-on-year increase in product revenue net to $215 million for the first half of the year, indicating strong growth in its operations [1] Financial Performance - Product revenue net increased by 15% to $215 million [1] - Research and development expenses decreased by 4% to $111 million [1] - Net loss reduced by $44.6 million year-on-year to $89.2 million, primarily due to revenue growth outpacing net operating expenses [1] - Basic and diluted loss per share was $0.08 [1]

Core Viewpoint - Zai Ding Pharmaceutical (09688) reported a total revenue of $216 million for the first half of 2025, representing a year-on-year increase of 15.35% [1] Financial Performance - The company recorded a net loss of $89.165 million, which is a 33.33% reduction compared to the previous year [1] - Earnings per share stood at a loss of $0.08 [1] Revenue Breakdown - Product revenue increased by $27.5 million (or 15%) to $215 million, driven by sales growth of Weigeka due to extended treatment duration and improved market penetration, as well as increased sales of Niuzainuo from enhanced market coverage and penetration [1] - The sales growth of Dingyoule, which was launched in Q4 2024, also contributed to the overall revenue increase [1] Research and Development Expenses - R&D expenses decreased by $4.9 million (or 4%) to $111 million, primarily due to ongoing resource optimization and efficiency improvements that reduced personnel and clinical trial costs, partially offset by an increase in licensing fees [1]